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2022-05-31-accounts

We Get It Together CIO

Report and Accounts

31 May 2022

Charity number: 1189567

We Get It Together CIO Report and accounts Contents

Page
Charity information 1
Independent examiner's Report 2
Report of the trustees 3-8
Statement of financial activities 9
Statement of financial position 10
Notes to the accounts 11-14
Detailed statement of financial activities 15

We Get It Together CIO Company Information

Trustees

Laura Phillips (Chair) John Hill Geraint Lewis

Principal address

32 St Mark's Road Bath BA2 4PA

Independent Examiner

Mr J L Battle FCCA MAAT 12 Spencer Drive Midsomer Norton Radstock Bath BA3 2DN

Bankers

Metro Bank 18-19 Stall Street Bath BA1 1QB

Charity number 1189567

1

Charity number:

We Get It Together CIO

1189567

Independent examiner’s report to the trustees of We Get It Together CIO

I report on the accounts of We Get It Together CIO for the period ended 31st May 2022, which are set out on pages 3 to 15.

Respective responsibilities of trustees and examiner

The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 (2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to:

a) examine the accounts under section 145 of the 2011 Act;

b) to follow the procedures laid down in the general Directions given by the commission under section 145(5)(b) of the 2011 Act; and

c) to state whether particular matters have come to my attention.

Basis of independent examiner’s report

My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the next statement.

Independent examiner’s statement

In connection with my examination, no matter has come to my attention:

(1) which gives me reasonable cause to believe that in any material respect the requirements:

a) to keep accounting records in accordance with section 130 of the 2011 Act; and

b) to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met; or

(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Mr J L Battle FCCA MAAT 12 Spencer Drive Midsomer Norton Radstock BA3 2DN

Date:

17th November 2022

2

We Get It Together CIO

Charity number: 1189567

Trustees report For the year ended 31 May 2022

Objectives and Activities

The trustees present their report and financial statements for the period ended 31 May 2022.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the charity's governing document, the Charities Act 2011 and "Accounting and Reporting by Charities: Statement of recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)".

Purpose

We Get It Together CIO (We Get It) is a dynamic, inclusive support and resource charity for anyone affected by cancer; any age, any gender, any cancer. We Get It was founded by people who themselves experienced cancer, and, because of that, the group can truly say “we get it”.

With 1 in 2 people diagnosed with cancer, our objectives for We Get It were to create a charity for people affected by the disease. This charity was to be a social network, a support group, and a resource centre founded by people who “get it”.

We are proud to have achieved those objectives.

Our next steps are to grow greater awareness of We Get It and eventually find a permanent venue so that we can enable more people to meet, talk, listen, feel supported and be helped to live well with cancer.

We Get It Together CIO is registered with the charity commission. It is governed by its Constitution as registered on 20 May 2020.

Objectives and Activities

Our objects, as set out in our constitution are, for the public benefit, the relief of those who are affected by cancer including patients, their families and carers, in particular but not limited to by providing or assisting in the provision of:

Activities during the period

1 CONTINUED TO SUPPORT OUR COMMUNITY REMOTELY AND IN-PERSON

Many of our community members continued to shield throughout much of 2021. Following the highly successful measures we took at the outset of the pandemic, we continued to work our community online, to prevent the loneliness of social isolation, whilst providing safe opportunities to meet up in person for those who felt able to.

3

1189567

We Get It Together CIO

Charity number:

Trustees report For the year ended 31 May 2022

Trustees report (continued)

We were excited to get our community members back together in person from September 2021. Meeting monthly initially in the outdoor space at the Holbourne Museum, we then returned to weekly in-person get togethers at The Walcot from April 2022. We were so excited to see each other again after such a long time apart and delighted to meet our newer members in person for the first time.

This is how we continued to support our community remotely and in-person:

2 EVENTS

Scars for Life

Feeling strongly that people living with cancer need a platform to explore their physical and emotional scars, we developed a series of events to make this possible, culminating in a photographic exhibition with models from our We Get It Community, bravely and proudly baring all for award winning photographer Sophie Mayanne. We combined this with behind-the-scenes photographs by Holly Webb and video by James Stapleton from Jooka Video Production to create an all-immersive exhibition of photos and video illustrating our cancer stories and the scars they have left behind.

Bath Life Awards - Once again, We Get It was a finalist at the Bath Life Awards, September 2021

Our (now annual) fundraiser, 100k in May 2022 had 40 participants

Co-hosted a Bath Festival event with Kris Hallenga - How to Glitter a turd - Tuesday 17th May 2022 (50 Participants)

4

We Get It Together CIO

Charity number: 1189567

Trustees report For the year ended 31 May 2022

Trustees report (continued)

3 WIDER PARTNERSHIPS

Collaborating and connecting with other organisations in the Bath community is imperative for us at We Get It and we continue to work closely with the other charities in our area, fostering collaboration and closer relationships for the benefit of those affected by cancer. This includes:

Local businesses:

As well as actively targeting the Bath business community to enable signposting of staff who may need us, and providing other ways they can get involved, we are passionate about linking up and supporting other independent organisations across the city. We have worked and continue to work with:

5

Charity number: 1189567

We Get It Together CIO

Trustees report For the year ended 31 May 2022

Trustees report (continued)

Testimonials

Here are just a few of the comments collected from our Community in our January 2022 survey:

“I feel much more open to talk about my journey with cancer and not to be embarrassed about how it has affected me and life at home.”

“The zoom meetings made me feel less isolated.”

“We Get It were there. There at the time I was looking online for support when I felt scared and alone. Confused and had so many unanswered questions. We were in lock down too so being able to see and talk with other people who just got it was just such a relief. I felt happier to be able to connect.”

“I felt supported, certainly my emotional and mental health were supported by everyone I have encountered at We Get It.”

“It’s made a huge impact as both a supporter to others and the support that it gives me.”

“The events organised have made me more aware of mine and others stories and beCer able to cope with anything that is thrown at me.”

“It has raised my confidence and resilience and allowed me to do things that previously I would have shied away from.”

6

1189567

We Get It Together CIO

Charity number:

Trustees report For the year ended 31 May 2022

Trustees report (continued)

FINANCIAL REVIEW

Financial position

The Charity generated a surplus of £3,075 (2021: £22,954). Expenditure during the period was £16,560 (2021: £4,414).

Total income for the year was £19,636 (2021: £27,368) and this was broken down into £9,686 in donations and £9,950 in grants.

At 31 May 2022, total funds were £26,029 of which £13,696 are unrestricted.

Beginning 2022/23 with a substantial surplus (relative to our current turnover) is a clear sign that our fundraising has outstripped our service growth, however it will help us maintain and grow delivery and achieve our ambition to employ a manager for the charity in the current year.

The Trustees are pleased with the financial performance and the opportunity this gives us to grow and help more people affected by cancer.

Trustees report (continued)

Reserves policy

As a new and rapidly growing charity, it is our ambition to maintain unrestricted reserves equal to 3 months of running costs as projected in 12 months’ time. Given our ambitious growth plans, the Trustees increased our reserves policy as at 31st May 2022 to aim for £15,000.

STRUCTURE, GOVERNANCE AND MANAGEMENT

The charity is controlled by its constitution.

Ethical fundraising

The Charity operates according to an ethical fundraising policy prepared within guidelines provided by the Institute of fundraising and the Fundraising Regulator. This governs Trustees' review and decision-making processes over solicited and unsolicited donations from individuals or businesses, large and anonymous donations and activities of external fundraisers, with the purpose of safeguarding potentially vulnerable donors, and the positive reputation of the Charity in light of its charitable objectives.

7

Wo Get It Tog•ther CIO Charlty number: 1189587 Trustees report For the year ended 31 May 2022 Trustee8 report Icontlnued) STATEMENT OF TRUSTEES. RESPONSIBILITIES The trustees are responsible for p￿p0llng the Trustee3' Report and the financial statements in accordance with applicable law and United Kingdom Aecounling Stand8rds (Unrted Kingdom Generally Accepted Accounting Practice). The law applicab￿ to charities in EngLqnd and Wales requires the trustees to prepare financial statements for each finan¢i81 yearwhi¢h gwe a true and fair vi8w of the slate of affairs of the charity and of thg incoming resovrces and application of resources of the chanty for that year. In preparing these financial stslements, the trustees are required to.. - s¢lect Suitab￿ 8¢¢ounling poli¢ie8 and then appty them consistent￿, observe the methods and principles in the Charities SORP., - makejudgernents and estimates that are ￿asOnable and prudent., - state whether appli¢8ble accounting standards have been followed, subject to any material ¢Jepartures diselosed and explained in the financial statements," and - prepare the financial statements on the going eoncern basis unla8s it is inappropriate to prasume that the charity will continue in ¢)peration. The trustees ar9 responsible for keeping sufficrent accounting records that disclose WFth reasonable accuracy at any time the financial PDSition of the charty and enable them to ensurè that the financi81 slalements comply with the Charities Act 2011, thg Charity IAccounts and Reports) Regulations 2008 and the provisDns of the con81ilulion. They are also responsible for safeguarding the assets of the charity and hence for taking reasonablè steps for the pravèntion and detecli()n of Iroud and other irragularilies. Approved by the board of trust￿ on.. and swned on ts behaw by. Laura Phillips Chair

We Get It Together CIO

Statement of Financial Activities for the year ended 31 May 2022

Note
Donations and legacies
2
Charitable activities
2
Other income
Total incoming resources
Expenditure on:
Charitable activities
Total resources expended
Net (outgoing)/incoming resources
Reconciliation of funds
Total funds brought forward
Total funds carried forward
Income and endowments from:		 Unrestricted
Funds
2022
£
9,686
-
-		 Restricted
Funds
2022
£
-
9,950
-		 Total Funds
2022
£
9,686
9,950
-
9,686 9,950 19,636
13,796
13,796		 2,765
2,765		 16,561
16,561
(4,110)
17,806		 7,185
5,148		 3,075
22,954
13,696 12,333 26,029

The statement of financial activities includes all gains and losses recognised in the year.

9

We Get It Together CIO ststement of financial position as at 31 May 2022 2022 2021 Curr•nt assets Cash at bank and in hand 27,427 22,954 Creditors: amounts falllng due within ono year 1,398 N•t Current assets 26,029 22,954 N•t assets 26,029 22,954 Funds Unrestricted Funds Restr￿ed funds 13,696 12.333 17,8(kS 5,148 Total funds 26,029 22,954 These financial stat8m9nls were approvgd bythe Trustees on L.Ltr. 11 i .1. xo 11 Signad, on behaw of thè Trustees Laura Phillips Chair The notes on pages 11- 14 fom an integral part of these accounts 10

We Get It Together CIO Notes to the Accounts for the year ended 31 May 2022

1 Principle accounting policies

We Get It Together CIO is a Charitable Incorporated Organisation

The principal accounting policies adopted in the preparation of the financial statements are set out below:

Basis of preparation

The financial statements have been prepared in accordance with the charity's governing document, the Charities Act 2011 and Accounting and Reporting By Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) (effective 1 January 2019). The charity is a Public Benefit Entity as defined by FRS102.

The charity has taken advantage of the provisions in the SORP for charities applying FRS 102 Update Bulletin 1 not to prepare a Statement of Cash Flows.

The financial statements are prepared in sterling , which is the functional currency of the charity. Monetary amounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention. The principal accounting policies adopted are set out below.

Fund Accounting

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.

Restricted Funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.

Incoming Resources

All incoming resources are included in the statement of financial activities when the charity is entitled to the income and the amount can be quantified with reasonable accuracy. The following specific policies are applied to particular categories of income.

Voluntary income is received by way of grants, donations and gifts and is included in full in the Statement of Financial Activities when receivable. Grants, where entitlement is not conditional on the delivery of a specific performance by the charity, are recognised when the charity becomes unconditionally entitled to the grant.

Donated services and facilities are included at the value to the charity where this can be quantified.

The value of services provided by volunteers has not been included in these accounts.

Investment income is included when receivable.

Incoming resources from charitable trading activity are accounted for when earned.

Incoming resources from grants, where related to performance and specific deliverables, are accounted for as the charity earns the right to consideration by its performance.

11

We Get It Together CIO Notes to the Accounts for the year ended 31 May 2022

Resources expended

Expenditure is recognised on an accrual basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered.

Costs of generating funds comprises those costs associated with attracting voluntary income and the costs of trading for fundraising purposes.

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Governance costs include those costs associated with meeting the constitutional and statutory requirements of the charity and include the examiner's fees and costs linked to the strategic management of the charity.

All costs are allocated between the expenditure categories of the SoFA on a basis designed to reflect the use of the resource. Costs relating to a particular activity are allocated directly, others are apportioned on an appropriate basis.

Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

2
Incoming resources
Donations and legacies
Charitable activities
2
Resources expended
Charitable activities		 Unrestricted
£
9,686
-		 Restricted
£
-
9,950		 2022
£
9,686
9,950		 2021
£
20,963
6,405
9,686 9,950 19,636 27,368
Unrestricted
£
13,796		 Restricted
£
2,765		 Total
2022
£
16,561		 Total
2021
£
4,414
13,796 2,765 16,561 4,414

3 Employee information

Average number of employees
No employees received remuneration exceeding £60,000.
Trustees information
Trustees remuneration and expenses		 0 0
£0 £0

12

We Get It Together CIO Notes to the Accounts for the year ended 31 May 2022

3
Creditors: amounts falling due within one year
Trade creditors
4
Movement in funds
1st June
2021
£
£
Unrestricted funds
General fund
17,806
9,686
Total unrestricted funds
17,806
9,686
Restricted funds
LocalGiving
500
-
Quartet Foundation
178
-
Bath Boules
2,000
-
Macmillan
2,470
-
National Lottery
-
9,950
Total restricted funds
5,148
9,950
Total funds
22,954
19,636
Received in
year		 3
Creditors: amounts falling due within one year
Trade creditors
4
Movement in funds
1st June
2021
£
£
Unrestricted funds
General fund
17,806
9,686
Total unrestricted funds
17,806
9,686
Restricted funds
LocalGiving
500
-
Quartet Foundation
178
-
Bath Boules
2,000
-
Macmillan
2,470
-
National Lottery
-
9,950
Total restricted funds
5,148
9,950
Total funds
22,954
19,636
Received in
year		 3
Creditors: amounts falling due within one year
Trade creditors
4
Movement in funds
1st June
2021
£
£
Unrestricted funds
General fund
17,806
9,686
Total unrestricted funds
17,806
9,686
Restricted funds
LocalGiving
500
-
Quartet Foundation
178
-
Bath Boules
2,000
-
Macmillan
2,470
-
National Lottery
-
9,950
Total restricted funds
5,148
9,950
Total funds
22,954
19,636
Received in
year		 £
(13,796)
Utilised in
year		 2022
£
1,398		 2021
£
-
£
Balance
transfers		 31st May
2022
£
13,696
17,806 9,686 (13,796) - 13,696
500
178
2,000
2,470
-		 -
-
-
-
9,950		 (500)
(178)
-
(1,802)
(285)		 -
-
2,000
668
9,665
5,148 9,950 (2,765) - 12,333
22,954 19,636 (16,561) - 26,029

Restricted fund details are as follows:

LocalGiving

To run fitness sessions for our community

Quartet Foundation

To run wellbeing events and produce wellbeing videos for our community

Bath Boules

To print information booklets, currently on hold due to pandemic.

Macmillan

To provide a range of training to our volunteers, including Safeguarding, death and bereavement and mental health

National Lottery

To fund our weekly Get Togethers, monthly Stage 4 Group and monthly Friends and Family Hangouts as well as providing one to one wellbeing check-ins for community members.

13

We Get It Together CIO Notes to the Accounts

for the year ended 31 May 2022

5
Analysis of net assets between funds
Current assets		 13,696
Unrestricted
funds		 12,333
26,029
12,333
26,029
Restricted
funds
Total 2022
13,696

6 Related party transactions

There were no related party transactions during the year.

14

We Get It Together CIO Detailed Statement of financial activities for the year ended 31 May 2022

Incoming resources
Donations and legacies
General funds received from We Get It
100k in May 2020
Work for Good
Waitrose fundraising
Donations in memory of Amy
Fundraising by Anne Phillips
Fundraising by Elaine and Gerry Reynolds
Donation from Planty Kate
LocalGiving
100k in May 2021
100k in May 2022
Charitable activities
Grants received from:
Bath Boules
Macmillan
National Lottery
Balance of funds received from We Get It:
St Johns
LocalGiving
Quartet Foundation
Total incoming resources
Expenditure
Charitable activities
Fundraising costs
Subscriptions
Printing, postage and stationery
Advertising
Other expenses
Insurance
Audit & Accountancy fees
Repairs & Maintenance
Training
Travel
Legal, professional
We Get It bags
Bank charges
St John's Grant expenditure
Macmillan Grant expenditure
Quartet Grant expenditure
Total expenditure
Net surplus		 2022
£
-
-
-
-
-
-
-
-
1,436
6,610
1,640
9,686
-
-
9,950
-
-
-
9,950
19,636
5,824
432
172
2,769
96
289
563
356
1,148
137
4,500
-
275
-
-
-
16,561
3,075		 2021
£
2,107
1,512
184
333
25
345
80
30
1,046
15,301
1,512
20,963
2,000
2,780
682
500
443
6,405
27,368
468
194
672
697
785
-
-
-
-
-
284
54
3
682
310
265
4,414
22,954

15